Average Investment Associate salary in the UK

Private Client Investment Operations AssociateHybrid / 3-days per week in officeMarylebone, LondonFull-time | PermanentCompetitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam SupportAn award winning, multi-office, highly reputable Wealth Manager currently requires a highly organised and proactive, and experience Client Operations Associate.Client Operations Associate - Job DescriptionThe main purpose of the role is to assist the Client Operations Manager with the non-investment aspects of the relationship with clients, financial advisers, and other partiesincluding custodian platforms. In particular, the responsibilities of the role include, but are not limited to:-Taking clients through the on-boarding process, including drafting paperwork ensuring that all appropriate forms are fully complete, setting up client accounts and liaising with counterparties so that accounts are correctly established.Managing the transfer or closure of client accounts as required or requested.Arranging withdrawals and client income whether ad-hoc or regular in accordance with an agreed approach.Monitoring for receipt of new funds while informing the investment team and arranging ISA subscriptions.Organising online access for clients and dealing with any administrative issues that arise from this.Dealing with ad-hoc client instructions and general client servicing on non-investment matters.Reviewing and updating client files as required including as a part of an annual review process.Assisting with any requirements from client reporting.Maintaining a schedule of work-in-progress for the team and liaising with advisers on providing notifications and addressing action points arising.Client Operations Associate - Skills and CompetenciesCommunication – Excellent, professional written and verbal communication skills, including the ability to interact effectively with clients and internal stakeholders.High Level Numeracy – Ability to understand, analyse and apply numerical information with an excellent level of accuracy.IT and Software – High proficiency in MS Office (high level functionality with spreadsheets) and the ability to quickly learn IT systems and software.Organisational Skills - Strong organisational and time management skills, with the ability to prioritise tasks and meet deadlines in a fast-paced environment.Problem-Solving - Ability to identify and resolve client issues and concerns proactively.Interpersonal Skills – Strong interpersonal skills, including the ability to build rapport and maintain positive client relationships. Being personable and possessing a confident professional demeanour and communication style is essential.The ability to work well individually and as part of a team is fundamental.Attention to Detail - Exemplary attention to detail and accuracy in all tasks.Adaptability - Ability to adapt to changing priorities and adopting a flexible approach as required.Client Focus - A strong work ethic and client-focussed commitment to providing excellence of service.Relevant Experience - Two years of relevant work experience in investment management operations is ideal, as is experience of private client wealth management. Knowledge of investment platforms is desirable, as is financial awareness and a good understanding of client and account types, tax wrappers, and investments.What’s on OfferCompetitive salary package.Hybrid working pattern (3 days office-based).Supportive and collaborative team environment.Ongoing training and professional development opportunities.The opportunity to play a key role in delivering outstanding client service within a growing team.4% matched pension contributions.Income Protection Cover (terms apply).Death-in-Service Cover (terms apply).Health Shield Cash Plan.Employee Assistance Programmes.Cycle to Work Scheme.Employee Discounts.Company Activities.Breakfast/Fruit supplies.Discounted Health Tests.Optional Influenza vaccination.Employee referral programme.This position offers a rewarding career path for those eager to expand their knowledge within the financial services industry while contributing positively to our clients' experience.

We're looking for an experienced Senior Manager - Property Investment & Planning to play a key leadership role within our Asset Management team.This is a high-impact opportunity for an experienced property, asset management or investment professional to help shape and deliver our Asset Management and Net Zero strategies, whilst leading significant investment programmes across our housing stock.You'll combine strategic thinking with strong programme and people management, overseeing investment activity, budgets, procurement, surveying, asset data and performance. You'll work closely with senior leaders, Boards, colleagues, statutory bodies and external partners to make sure our investment programmes are well planned, well governed and deliver measurable outcomes.With responsibility for managing and reporting on delivery programmes of up to £80 million per annum, this is a role where your expertise, leadership and ability to turn complex information into effective investment decisions will make a real difference. Together Housing Group: We are one of the largest housing associations in the North of England, managing over 38,000 homes across the North of England. We are a non-profit organisation, meaning any money we make is invested back into the company for the benefit of our residents and local communities. Diversity & Inclusion: As an organisation we are committed to having a Diverse and Inclusive workforce. We would therefore welcome applications from candidates with any of the nine protected characteristics. We are also proud to be a Disability Confident employer. Further information can be found at this link - Equality and diversity - Together Housing GroupRequirementsOutline of Key Responsibilities in the role....Lead the development and delivery of major investment and Net Zero programmes across the Group's housing stock.Develop short, medium and long-term investment plans, managing programmes, budgets, procurement and performance.Oversee stock condition, surveying and asset data to support robust investment planning and evidence-based decision-making.Lead the analysis and reporting of asset and energy data, using systems such as data warehouses and Power BI to provide meaningful insight.Work with internal teams, statutory bodies, local authorities and external partners to ensure programmes are compliant, well governed and deliver value for money.Support externally funded programmes and ensure all funding and regulatory requirements are met.Identify opportunities to introduce new technologies and ways of working to improve investment performance and drive innovation.Provide technical leadership, advice and guidance across the Investment team.Lead, motivate and develop professional teams, creating a culture of high performance and continuous improvement.Represent the Group at sector, stakeholder and partner forums on investment-related matters.We're looking for someone who has...Proven experience leading planned investment, cyclical and responsive programmes within a social housing environment.Experience managing complex, multi-disciplinary projects and delivering clear, measurable outcomes.Demonstrable experience of stock condition and surveying activity within social housing.Experience managing investment programme budgets, procurement and financial performance.Strong experience using asset data, performance information and analysis to support strategic decision-making.Excellent stakeholder management skills, with experience working with senior leaders, statutory bodies and external partners.Strong knowledge of the social housing and asset management environment, including investment, Net Zero, construction, compliance and health and safety.Excellent analytical, numerical, written and communication skills, with the ability to turn complex information into clear recommendations.Strong project management, organisational and problem-solving skills, with the ability to manage competing priorities.Experience contributing to strategies, policies, business plans or investment programmes through research and strategic thinking.A Level 4 qualification in Construction, Property or a related discipline, such as HNC/HND, BTEC or equivalent.A Level 5 management qualification is desirable, alongside evidence of continuous professional development.A full driving licence and willingness to provide a vehicle for work purposes.BenefitsIn return, we are offering the successful candidate in the role...Starting salary: £68,690 per annum 27 days annual leave (rising to 32 over 5 years' service) + bank holidaysHybrid workingYou will be required to attend other offices for meetings - Halifax, Wakefield, or Blackburn Office. A flexible working environment, with a range of family friendly policiesYou will be working 37 hours per week, Monday - Friday. Working arrangements are flexible in line with our Smart working culture Wide range of professional, and personal development training opportunitiesAttractive pension schemeA range of financial, health and lifestyle benefits including cycle to work, vehicle leasing and financial advice We have a range of staff support networks, including menopause, culturally diverse, LGBTQ+ and disability.To view the full range of our benefits click on the Employee Benefits Link THG reserves the right to close this vacancy early if sufficient numbers of applicants are received. Therefore, please apply without delay!Please ensure you fully answer the questions on the application form.Due to the nature of the role involving work with vulnerable members of society, this post is subject to a Basic Criminal Disclosure, which will be carried out when a conditional offer is made.

A well established Secondaries Private equity house seeks an Associate for its team based in London. Responsibilities: Lead due diligence on LP-led and GP-led secondary transactions in EuropeInitial review of investment opportunitiesConducting financial and business due diligencePreparing complex financial modelsDrafting and presenting investment committee memorandaPreparing limited partner presentations, sponsor marketing and fundraising materials Job Requirements: Excellent academic credentialsAt least 3-5 years of relevant experience in CF/M&AStrong analytical and communication skillsCollaborative approach conducive to strong teamworkHistory of outstanding performance and high level of motivation